Nicholson Group Inc.
Job Summary:
Job Description:
Experience as an Executive Assistant, Administrative Assistant and/or experience in the Insurance and/or investment industry would be considered an asset. Customer Service Skills are a must! Candidates must have a keen attention to detail, be task oriented, and work well with deadlines. (Criminal & Credit Record Check is required)
Duties and Responsibilities
1. Information Management – Data entry, keeping client information up to date and secure
2. Customer Service – Providing industry leading service to our clients, going above and beyond is the norm here.
3. Sales Support – Assisting sales professionals with creation of documents for sales, & renewals, data entry and tracking of sales process & requirements.
To do these aspects of the job we need someone who is…
Good with technology ChromeOS, Windows & iPad iOS
Able to learn Saleforce.com & our Industry & business processes
Strong with communications via email, phone & in person
Proficent with Google Workspace Email, Calendar, Documents & Sheets
Detail oriented mostly text and numbers details
Able to adapt to changing process
Willing to learn, the technology we use, Insurance and Investments Regulations & Procedures